Bristol-Myers Squibb
BMY
1,598 hedge funds and large institutions have $63.4B invested in Bristol-Myers Squibb in 2017 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 617 increasing their positions, 646 reducing their positions, and 118 closing their positions.
20% more call options, than puts
Call options by funds: $2.19B | Put options by funds: $1.82B
11% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 118
0.18% less ownership
Funds ownership: 70.93% → 70.75% (-0.18%)
0% less funds holding
Funds holding: 1,601 → 1,598 (-3)
4% less repeat investments, than reductions
Existing positions increased: 617 | Existing positions reduced: 646
8% less capital invested
Capital invested by funds: $69.3B → $63.4B (-$5.85B)
24% less funds holding in top 10
Funds holding in top 10: 59 → 45 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.11B |
| 2 |
Morgan Stanley
New York
|
+$367M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$361M |
| 4 |
Renaissance Technologies
New York
|
+$322M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$236M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$809M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$748M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$738M |
| 4 |
JP Morgan Chase
New York
|
-$228M |
| 5 |
D.E. Shaw & Co
New York
|
-$196M |
BMY Hedge Fund Activity: Q1 2017 in Review
1,598 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2017, worth a combined $63.4B — down 8.4% from $69.3B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new BMY positions and 118 closed out — a net gain of 13 holders — while 617 added to existing stakes and 646 trimmed.
The largest buyer was BlackRock, adding an estimated $5.11B. The largest seller was Janus Henderson Investors US, cutting an estimated $809M.
- 1,598 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2017, down from 1,601 in Q4 2016.
- Funds reported $63.4B of Bristol-Myers Squibb stock for Q1 2017, down 8.4% quarter-over-quarter.
- 131 funds opened new Bristol-Myers Squibb positions in Q1 2017 and 118 closed out, a net change of +13 holders.
- The largest Bristol-Myers Squibb buyer in Q1 2017 was BlackRock, an estimated $5.11B added.
- The largest Bristol-Myers Squibb seller in Q1 2017 was Janus Henderson Investors US, an estimated $809M sold.
Based on aggregated 13F filings for Q1 2017.